Top Financial Services Customer Success & Experience Jobs in New York City, NY

Client Support Associates manage inquiries related to investment accounting, deliver information on financial statements, and build relationships with clients, ensuring excellent service and efficient issue resolution.

Lead the Care Team, ensuring high standards of performance and quality, providing coaching and support, analyzing data, and managing outcomes for family care services.

The role involves leading onboarding for enterprise clients, managing data systems migration, ensuring long-term client success, and providing training and support.

Own and resolve complex medical billing and insurance cases end-to-end after AI handoff. Contact providers, insurers, and collections; investigate claims and benefits; advocate for users; maintain clear documentation; communicate progress; and improve playbooks while partnering with Product and Engineering.

Own end-to-end implementations of LiveFlow, manage timelines and migrations, provide hands-on on-site training and support, build implementation playbooks, and relay customer feedback to Product and Engineering.

As a Customer Success Manager, you'll drive product adoption and revenue for a portfolio of 1,000+ SME customers through automation, education, and lifecycle marketing.

Support customer relationships, assist with strategic planning, coordinate process improvements, manage upselling, troubleshoot issues, and communicate internally for customer delight.

As a Collections Representative, you will handle inbound and outbound calls with customers regarding overdue accounts, negotiate payment arrangements, and resolve concerns while maintaining professionalism and empathy.

Manage and resolve customer claims escalations for disability services, ensuring customer satisfaction through investigations and collaborations with internal teams.

The Default Servicing Specialist monitors investments for default events, communicates with homeowners, and conducts due diligence on default incidents, maintaining accuracy and compliance with regulations.